Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JELD-WEN Holding, Inc.JELD · Entity 6378 | SVP & Chief Accounting Officer | February 23, 2023 | February 24, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JELD-WEN Holding, Inc.
Report date February 23, 2023 · Filed February 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,018 |
Reported balance
After 2023-02-23 transaction · row 1
1 source rowRow 1 · 2023-02-23 · Tax withholding · Disposed 1,004 · Balance 54,018 F1: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 23, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 23, 2021.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 24, 2023 23:56 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,004 | $13.20 | $13,252.80 |
DisclosureSEC source: 0001674335-23-000057 · wf-form4_167728297206807.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,018 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 23, 2021. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:57 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,379 | $13.14 | $18,120.06 |
DisclosureSEC source: 0001674335-23-000043 · wf-form4_167701663874087.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,022 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 16, 2022. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 23:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-23-000023 · wf-form4_167659135945044.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,401 F1 · shares: Subject to the reporting person's continued employment with the issuer, the restricted stock units will vest one-third annually over a three-year period beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 23:02 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,230 | $12.89 | $15,854.70 |
DisclosureSEC source: 0001674335-23-000010 · wf-form4_167641573843299.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,401 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 11, 2020. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock Option (Right to Buy) · Derivative | 6,963 | $0.00 Strike: $18.57 | $0.00 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · derivative · entry 9 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,963 Underlying: Common Stock · 6,963 shares Expires 2022-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock Option (Right to Buy) · Derivative | 3,487 | $0.00 Strike: $14.48 | $0.00 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · derivative · entry 8 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,487 Underlying: Common Stock · 3,487 shares Expires 2022-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock Option (Right to Buy) · Derivative | 24,410 | $0.00 Strike: $9.32 | $0.00 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · derivative · entry 7 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,410 Underlying: Common Stock · 24,410 shares Expires 2022-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock Option (Right to Buy) · Derivative | 16,248 | $0.00 Strike: $13.34 | $0.00 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · derivative · entry 6 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,248 Underlying: Common Stock · 16,248 shares Expires 2022-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 48,499 | $23.24 | $1,127,155.56 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · nonDerivative · entry 5 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,631 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.19 to $23.355, inclusive. The reporting person undertakes to provide to JELD-WEN Holding, Inc., any security holder of JELD-WEN Holding, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock | 6,963 | $18.57 | $129,302.91 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · nonDerivative · entry 4 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,130 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock | 3,487 | $14.48 | $50,491.76 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · nonDerivative · entry 3 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,167 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock | 24,410 | $9.32 | $227,501.20 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · nonDerivative · entry 2 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,680 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 21:49 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock | 16,248 | $13.34 | $216,748.32 |
DisclosureSEC source: 0001674335-22-000054 · wf-form4_164703535769623.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,270 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:11 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,433 | $23.15 | $33,173.95 |
DisclosureSEC source: 0001674335-22-000044 · wf-form4_164616908300860.xml · nonDerivative · entry 3 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,022 F3 · shares: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on February 25, 2019. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:11 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 2,072 | $23.15 | $47,966.80 |
DisclosureSEC source: 0001674335-22-000044 · wf-form4_164616908300860.xml · nonDerivative · entry 2 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,455 F2 · shares: Shares reported were withheld for payment of taxes associated with the vesting of certain performance stock units originally made on February 25, 2019. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:11 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 7,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-22-000044 · wf-form4_164616908300860.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,527 F1 · shares: Reflects shares of Common Stock earned upon the vesting of performance stock units granted on February 25, 2019. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:08 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,011 | $21.46 | $21,696.06 |
DisclosureSEC source: 0001674335-22-000042 · wf-form4_164582685243506.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,422 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on February 23, 2021. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 22:02 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 12,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-22-000021 · wf-form4_164522175244870.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,433 F1 · shares: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest ratably on February 16, 2023, February 16, 2024 and February 16, 2025. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:46 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,003 | $29.65 | $29,738.95 |
DisclosureSEC source: 0001674335-21-000028 · wf-form4_161472514923712.xml · nonDerivative · entry 2 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,318 F3 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 26, 2018. Read SEC document |
| February 23, 2021 Filed Mar 2, 2021 22:46 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 8,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-21-000028 · wf-form4_161472514923712.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,321 F1 · shares: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest ratably on each of the first three anniversaries of the grant date. F2 · balance_after: Total amount of securities beneficially owned corrected due to administrative error. Read SEC document |
| February 11, 2020 Filed Feb 14, 2020 01:11 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock Option (Right to Buy) · Derivative | 9,259 | $24.54 Strike: $24.54 | $227,215.86 |
DisclosureSEC source: 0001674335-20-000022 · wf-form4_158164266208556.xml · derivative · entry 2 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,259 Underlying: Common Stock · 9,259 shares Expires 2030-02-11 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 11, 2021, February 11, 2022 and February 11, 2023. Read SEC document |
| February 11, 2020 Filed Feb 14, 2020 01:11 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 3,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-20-000022 · wf-form4_158164266208556.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,497 F1 · security: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 11, 2023. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:47 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 1,041 | $24.34 | $25,337.94 |
DisclosureSEC source: 0001674335-20-000010 · wf-form4_158111205604617.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,932 F1 · shares: These shares were sold pursuant to pre-established default selections for the payment of taxes associated with the vesting of certain restricted stock units previously granted on February 2, 2017. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 23:25 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock · Derivative | 10,387 | $20.96 Strike: $20.96 | $217,711.52 |
DisclosureSEC source: 0001674335-19-000016 · wf-form4_155130989020953.xml · derivative · entry 2 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,387 Underlying: Common Stock · 10,387 shares Expires 2029-02-25 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 25, 2020, February 25, 2021 and February 25, 2022. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 23:25 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 4,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-19-000016 · wf-form4_155130989020953.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,973 F1 · security: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 25, 2022. Read SEC document |
| February 26, 2018 Filed Mar 1, 2018 01:16 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantStock Option (Right to Buy) · Derivative | 7,351 | $0.00 Strike: $33.34 | $0.00 |
DisclosureSEC source: 0001674335-18-000018 · wf-form4_151986695599446.xml · derivative · entry 2 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,351 Underlying: Common Stock · 7,351 shares Expires 2028-02-26 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 26, 2019, February 26, 2020 and February 26, 2021. Read SEC document |
| February 26, 2018 Filed Mar 1, 2018 01:16 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-18-000018 · wf-form4_151986695599446.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,850 F1 · security: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 26, 2021. Read SEC document |
| February 26, 2018 Filed Mar 2, 2018 01:15 UTC Amendment | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantStock Option (Right to Buy) · Derivative | 4,770 | $0.00 Strike: $33.34 | $0.00 |
DisclosureSEC source: 0001674335-18-000030 · wf-form4a_151995332146699.xml · derivative · entry 2 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,770 Underlying: Common Stock · 4,770 shares Expires 2028-02-26 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 26, 2019, February 26, 2020 and February 26, 2021. Read SEC document |
| February 26, 2018 Filed Mar 2, 2018 01:15 UTC Amendment | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 1,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-18-000030 · wf-form4a_151995332146699.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,845 F1 · security: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 26, 2021. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:36 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantStock Option (Right to Buy) · Derivative | 10,265 | $0.00 Strike: $27.59 | $0.00 |
DisclosureSEC source: 0001140361-17-004578 · doc1.xml · derivative · entry 2 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,265 Underlying: Common Stock · 10,265 shares Expires 2027-02-02 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, these options will vest ratably on February 2, 2018, February 2, 2019 and February 2, 2020. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:36 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 2,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004578 · doc1.xml · nonDerivative · entry 1 VINING SCOTT · CIK 0001250175 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,987 F1 · security: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 2, 2020. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.